FU

Fidelity U.S. Low Volatility Equity Fund | FULVX

Mutual Fund
FIDELITY SUMMER STREET TRUST
Last update 2024-09-25 129 Stocks (15 new)
Value $32.00 Mil Turnover 10 %
Countries:
Top Holdings: CVLT(1.23%)REGN(1.20%)TMUS(1.19%)NSIT(1.19%)MMC(1.18%)
Portfolio Report
Summary Stock Picks Current Portfolio
Fidelity U.S. Low Volatility E... Top Holdings of 2024-07-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CVLT 		CommVault Systems Inc
2,555
390.530
-20.40%
1.230
-0.22%
0.010
+18.06%
+99.64%
6970.355
Software
REGN 		Regeneron Pharmaceuticals Inc
353
380.950
-1.67%
1.200
-0.02%
0.000
-22.58%
-5.56%
91145.674
Biotechnology
TMUS 		T-Mobile US Inc
2,082
379.510
-1.75%
1.190
-0.02%
0.000
+21.93%
+43.22%
263558.123
Telecommunication Services
NSIT 		Insight Enterprises Inc
1,685
378.280
-1.75%
1.190
-0.02%
0.010
-5.56%
-4.06%
5399.520
Hardware
MMC 		Marsh & McLennan Companies Inc
1,691
376.370
-1.74%
1.180
-0.02%
0.000
+2.81%
+18.64%
108807.975
Insurance
LIN 		Linde PLC
780
353.730
-1.76%
1.110
-0.02%
0.000
+2.87%
+11.77%
216599.468
Chemicals
WMT 		Walmart Inc
5,067
347.800
-1.73%
1.090
-0.02%
0.000
+24.16%
+60.79%
672640.858
Retail - Defensive
CACI 		CACI International Inc
750
346.110
-1.70%
1.090
-0.02%
0.000
+27.40%
+74.44%
12659.263
Software
CBOE 		Cboe Global Markets Inc
1,833
336.370
-1.72%
1.060
-0.02%
0.000
+8.43%
+19.89%
22210.142
Capital Markets
LLY 		Eli Lilly and Co
417
335.380
-1.65%
1.050
-0.02%
0.000
+4.12%
+38.95%
765205.408
Drug Manufacturers

Fidelity U.S. Low Volatility Equity Fund's Historical Top Holdings Breakdowns

Fidelity U.S. Low Volatility Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RSG 		Republic Services Inc2024-07-31Sold Out
-1.21%
●
181.59 ($191.44) 205.42
$202.14
5.59%
Sold Out
0
-1,958
PGR 		Progressive Corp2024-07-31Sold Out
-1.10%
●
202.44 ($211.01) 224.53
$248.07
17.56%
Sold Out
0
-1,636
CLX 		Clorox Co2024-07-31Sold Out
-0.85%
●
128.21 ($134.76) 143.35
$162.42
20.53%
Sold Out
0
-1,782
MCK 		McKesson Corp2024-07-31New Buy
+0.80%
●
528.86 ($577.39) 617.02
$525.28
-9.03%
New holding
413
413
ACN 		Accenture PLC2024-07-31Sold Out
-0.80%
●
281.76 ($305.29) 331.51
$345.49
13.17%
Sold Out
0
-827
MDLZ 		Mondelez International Inc2024-07-31New Buy
+0.75%
●
64.35 ($67.74) 71.93
$69.05
1.93%
New holding
3,500
3,500
HPQ 		HP Inc2024-07-31New Buy
+0.75%
●
27.94 ($34.56) 38.36
$36.64
6.02%
New holding
6,600
6,600
AAPL 		Apple Inc2024-07-31New Buy
+0.74%
●
173.03 ($206.28) 234.82
$223.45
8.32%
New holding
1,060
1,060
VRSN 		VeriSign Inc2024-07-31New Buy
+0.74%
●
168.32 ($176.11) 187.01
$179.15
1.73%
New holding
1,252
1,252
CTSH 		Cognizant Technology Solutions Corp2024-07-31New Buy
+0.74%
●
64.26 ($68.89) 75.97
$75.39
9.44%
New holding
3,100
3,100

Fidelity U.S. Low Volatility Equity Fund Total Holding History ($B)

To

Fidelity U.S. Low Volatility Equity Fund's Asset Allocation

To

Fidelity U.S. Low Volatility Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fidelity U.S. Low Volatility Equity Fund's Hypothetical Growth since 2024-07-31

Fidelity U.S. Low Volatility Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Fidelity U.S. Low Volatility Equity Fund's Holdings Heat Map

Size field:

Fidelity U.S. Low Volatility Equity Fund's Holdings Bubble Chart

Fidelity U.S. Low Volatility Equity Fund News

  • 1

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